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description=Manage your documents in the GovDash Data Library: upload, rename, and delete files like resumes and technical documentation easily.;

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Text of the page (random words):
uploading and managing documents documentation index fetch the complete documentation index at https support govdash com llms txt use this file to discover all available pages before exploring further search ctrl k press ctrl k to open search uploading and managing documents updated on sep 25 2026 published on dec 16 2024 7 minute s read focus print copy page copy as markdown for llms view as markdown view the page as plain text open in chatgpt ask chatgpt about this page open in claude ask claude about this page article summary prev next overview the govdash data library is your central document repository for documents like capability statements resumes technical documentation and more it provides categorization tools such as tags key personnel profiles company and agency databases sharepoint is easily integrated which will allow you to sync your sharepoint documents within govdash data library document recommendations unsure what to upload to the govdash data library check out our recommended document list below these aren t required documents but they can help govdash understand more about your business capabilities certifications and more company overview mission statement key personnel bio s resumes narratives boilerplate that are often requested in rfps such as management approach staffing plan approach to sustainability risk management plan quality assurance practices writeups on your key service offerings what you would have listed as services on your company website legal contractual compliance documents intellectual property data rights handling of proprietary information security compliance certifications cybersecurity requirements such as cmmc nist 800 171 etc insurance liability coverage proof of required coverage e g general liability workers comp etc uploading documents to start uploading your team documents to the data library hover the data library button on the left hand side of govdash and select documents click the upload files button displayed in the top right hand corner to begin uploading next begin uploading your files once your documents have been uploaded they will display in the list you can also upload documents from sharepoint here using the sharepoint tab sharepoint integration for more information and a tutorial on our sharepoint integration check out our guide here click confirm at the bottom once you ve finished selecting your files setting and managing document classifications when you upload a document into govdash you will select its classification as either u unclassified or cui controlled unclassified information this classification helps your team properly label sensitive data and ensures it is protected on the govdash platform how classification works in govdash govdash uses your document classification to automatically label related information across the platform if a document is classified as cui govdash will automatically propagate that classification to items that are derived from that document or created from it examples include if you upload a cui focus document to a proposal the proposal classification will be updated to cui if you upload a resume and mark it as cui the key personnel entity extracted from that resume will also be marked as cui this same behavior applies across other connected parts of govdash as information is extracted and structured from your uploaded files where you can set classification classification is not limited to document uploads other areas of govdash also allow you to set classification such as when you are creating an opportunity govdash supports classification on the following types of records dash conversations key personnel government officers rarely used in the ui agencies business partners capabilities forms such as data calls custom documents documents awards proposals opportunities updating classification after upload if you need to change a classification after something is already in govdash you can update it at any time when you update the classification of a parent item like a document govdash will show a popup listing related items that were derived from it this helps you quickly decide whether you also want to update the classification of those related records important note regarding classification your team is responsible for properly marking your data in govdash correct classification ensures that sensitive information is handled appropriately and that properly labeled sensitive data is protected on the govdash platform file formats govdash supports a wide range of file formats for uploading your data and documents you can confidently upload common file types such as pdf pdf word documents doc docx excel spreadsheets xls xlsx csv files csv and more whether your file is a pdf or a word document govdash treats both formats equivalently for document handling and processing there s no need to convert between file types simply upload what you have and we ll take care of the rest for powerpoint ppt pptx file formats we will extract text from slides but will not process images for image file formats png jpeg tif etc we are able to extract clear text but not utilize any of the actual image if you have questions about a specific file format or run into issues uploading please contact our support team data library dashboard the data library dashboard provides you with a birds eye view of your entire file repository within govdash at a glance you will find insights like recent documents file tag breakdowns staffing pool insights contract award compliance type breakdown and more each insight has interactable visuals that will take you straight to the data source pre filtered for your convenience document details relationship viewer by selecting a document s name within your data library you can get deep insights into your specific document and its use within govdash from this view you can rename your document add remove tags view the relationships the document has within govdash contracts proposals opportunities people and more review document history changes such as documents being renamed ask dash to summarize the document for you and ask follow up questions about the document review the document in the document viewer pane open download the document renaming and deleting documents you can edit the document names after they ve been uploaded by clicking the actions button on the right hand side and click edit nickname you may also delete documents by clicking the actions on the right hand side of a document in the list and click the delete document button as shown above important you cannot recover a document after deleting it you must re upload the document renaming documents with dash need to clean up a batch of file names like final_v3_revised pdf dash can rename your data library documents for you one at a time or many at once just tell dash what you want the new names to be renaming with dash works just like edit nickname only the name shown in govdash changes and your original uploaded file stays the same each rename is also recorded in the document s history in the document details view click the blue starry dash icon in the bottom right of govdash to open dash open the sources menu and make sure documents is selected so dash can find and update your data library documents ask dash to rename your documents for example rename the document resume_jsmith_2024 to john smith resume or rename all of my capability statements so they start with capability statement while dash works you ll see a renaming documents status in the chat followed by renamed documents once your changes are saved return to data library documents to see your updated document names good to know dash can only rename documents you have permission to edit if dash can t rename one of the documents in your request none of the names in that request are changed so you can adjust your request and try again dash handles large batches automatically by working through them in groups of up to 100 documents bulk deletions if you d like to delete more than one file at once use the checkboxes beside the file name column to make your selection and the trash can icon within small black box to make your deletions what happens after i delete documents when you upload a document to govdash connections are automatically created in people companies and agencies tabs using the content within your document such as key personnel partner profiles and customer details when you delete a document these connections are still present meaning that we will not delete the records that were created from the document govdash can still utilize these records without the associated documents so if you d like to ensure all traces of the documents are removed please ensure the associated key personnel companies and agencies are deleted using the steps in our help center article here faq what types of documents can i upload to the govdash data library you can upload various types of documents including capability statements resumes technical documentation and more where can i find the option to upload files in govdash you can find the option to upload files by clicking the data library button on the left side of govdash and upload files in the top right how can i delete multiple documents at once to delete multiple documents use the checkboxes beside the file names and click the trash can icon within the small black box that appears to delete your selections what happens if i accidentally delete a document if you delete a document it cannot be recovered you will need to re upload it why does my document have a number next to the document name if your uploaded document has a number next to the name that isn t present on the actual file you uploaded this means it s either a duplicate that s already in your data library or this was previously uploaded deleted and re uploaded govdash retains document names even after deletion which can lead to this behavior was this article helpful yes no related articles people companies and agencies knowledge base data library mastering document tagging in govdash proteam corner tags data data library upload upload documents govdash s al platform assists government contractors with capture proposal development contract management more in one place product platform capture cloud proposal cloud contract cloud company about us blog careers login to govdash login connect with us contact support support govdash com